Amity offers a customizable approach to managing the customer lifecycle which is perfect considering our use case. The ability to effectively manage tasks among various CSMs and plays (or pen test projects) with Amity is better than we were able to do with a couple of the big names in CSM platforms.
Our use case was as follows:
1) Find a solution to better manage tasks outside of Salesforce
2) Find a solution to manage the pen test lifecycle (security testing for web apps, mobile apps, APIs, and external networks)
- our customers are on an annual subscription where they purchase a certain number of pen tests per year
- Amity Plays are perfect for this as each pen test has a number of stages that we can push along as progress is made
- Tasks are automatically created for each pen test or Amity Play which saves us a significant amount of time
3) Find a platform where all of our employees can understand the health and status of any of our customers
4) Find a solution that can integrate with Salesforce, Xero, and Intercom (JIRA we will explore soon)
Amity checked all of the boxes and has helped our CS Team have visibility into important tasks that need to be completed so we can all ensure we are keeping our customers on schedule together.